Shipping Transaction Rates

Creating a Handling Oversized Shipment Surcharge Rate (Over 40 lbs)

0.9 min read

| September 14, 2024

This article is about the Billing Manager app, not the Billing Wizard in 3PL Warehouse Manager. To learn about the Billing Wizard, please refer to the articles in the Billing Setup.

 

This article provides a step-by-step guide on how to create a handling oversized shipment surcharge fees for shipments over 40 lbs using Smart Rate. You can also watch the instructional video for guidance.

  1. Navigate to Rates on the left navigation menu. 
  2. Next, select Rate List
  3. Then, click + Create Rate in the upper right corner. 
  4. On the Create New Rate window, select the following options as shown below.

    Activity > Auto > Smart Rate > Flat Rate
     
  5. Afterwards, click Continue
  6. Provide some basic details such as Rate Name, Rate Description, and Charge Label.
  7. Select Shipping for the Transaction Type and Handling for the Charge Category.
  8. Click Continue.
  9. On the Charge Condition section, select the following for each field:

    Conditional Field: Total Weight
    Operator: Greater Than or Equal
    Conditional Value: 40
  10. Then, click Next.
  11. On the Charge Method section, select the following for each field:

    Charge Type: Flat
    Counting Unit: Transaction
    Calculate By: Count
  12. Click Next.
  13. On the Charge Amount section, enter the desired charge amount. Then, click Next
  14. On the Rate-Level Rules section, you can click Skip. There is no need to group total charges.
  15. On the Would you like to save this rate window, click Yes, Save.
  16.  You will get a message stating ‘Complete.’  On the same window, there is a prompt asking if you would like to add this to a rate sheet. Select Yes or No.

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